Operations Associate – Wealth Management | Bethesda, Maryland

Reference Number: MHH7630
Location: Bethesda, Maryland

Judson Group has partnered with a leading financial advisory firm in Bethesda to add an Operations Associate – Wealth Management to their team. This will be a unique opportunity to work in a collaborative environment to support client account management, trading, compliance, and overall operations and efficiency within the firm.


  • Use the portfolio management software to create accounts on the firm’s system
  • Maintain the client section of the firm’s website to ensure accurate data reporting
  • Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems
  • Aid in the creation, maintenance, and monitoring of operational workflows
  • Prepare performance reports for use in client meetings
  • Coordinate with clients, custodians, and internal staff regarding client service matters, such as processing new account applications and account transfers, cash deposits and withdrawals, as well as other account issues
  • Play a vital role in the firm’s reporting needs
  • Prepare, review, and distribute quarterly statements and billing invoices
  • Ability to improve operational efficiencies and best practices


  • Bachelor’s Degree required
  • 1+ years previous financial services/wealth management experience
  • Experience working with Fidelity, Schwab, or TD Ameritrade preferred
  • Strong organizational skills and attention to detail
  • Strong communication, interpersonal, and problem-solving skills
  • Strong proficiency in all Microsoft Office programs, especially Excel

Compensation: Competitive base salary and benefits

Location: Bethesda, Maryland

Reference Number: MHH7630

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